Carson Wealth Management Group Revenue and Competitors

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Omaha, NE USA

Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Carson Wealth Management Group's estimated annual revenue is currently $29.3M per year.(i)
  • Carson Wealth Management Group's estimated revenue per employee is $143,000

Employee Data

  • Carson Wealth Management Group has 205 Employees.(i)
  • Carson Wealth Management Group grew their employee count by 13% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5.2M5032%N/AN/A
#2
$207.1M113813%N/AN/A
#3
$1115.8M61313%N/AN/A
#4
$1230M79353%N/AN/A
#5
$23M161-2%N/AN/A
#6
$3.6M35N/AN/AN/A
#7
$3656M20088N/AN/AN/A
#8
$7.4M63N/AN/AN/A
#9
$8.5M7324%N/AN/A
#10
$2M2222%N/AN/A

Carson Wealth Management Group's mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we're passionate about helping you discover and achieve your desired outcomes. Barron's Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you'll understand why. CWM, LLC is a Registered Investment Advisor that provides investment management directly through Carson Wealth and a select group of partner financial advisors through Carson Institutional Advisory's Alliance. Investment advisory services offered through CWM, LLC, a Registered Investment Advisor.

keywords:Finance

N/A

Total Funding

205

Number of Employees

$29.3M

Revenue (est)

13%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Carson Wealth Management Group News

2022-04-06 - Wealth management briefs roundup financial planning news ...

Carson Group appoints former LPL exec to be its chief strategy officer. Carson Wealth Management Group building, CWM, provided by Carson...

2022-04-06 - Triad Adds Gallagher's $6.3B Retirement Plan Consulting ...

“A hybrid model—with Gallagher Fiduciary Advisors LLC as the RIA and Triad ... Gallagher's financial and retirement services leader North...

2022-03-30 - Former LPL CIO Burt White to Lead Strategy at Carson Group

based Carson Group as managing partner and chief strategy officer. White will also sit on ... Carson's wealth management division previously.

2019-08-23 - US in the news: HighTower makes third acquisition of 2019

Founded in 2000 by Michael Tucci and Kristine Porcaro, the group has 17 ... She joins from Carson Wealth Management, where she was a ...

2019-08-19 - Why Advisors Should Own Their Data

As president and chief operating officer of Carson Group, a provider of ... Ritholtz Wealth Management is putting on the new conference, which ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$32.7M2053%N/A
#2
$57M2055%N/A
#3
$19.9M206N/AN/A
#4
$7.5M21120%N/A
#5
$44.7M214529%N/A